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Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: Ram Seetharaman who wrote (5251)	7/4/1999 12:35:00 AM
From: Woody_Nickels	Read Replies (1) \| Respond to of 9582

Ram, thanks for your thoughts. The last paragraph seems fuzzy to me, but I'll reread it tomorrow when I'm fresh. IDTI is another SRAM, DRAM company based in San Jose area, with a fab in Oregon. They have a portfolio of several thousand chip products and are often compared with CY. Recently they started Centaur as a subsidiary to develope the WinChip Pentium clone, much like AMDs K6 but slower and low power (good for notebooks?). I recently started following AFCI after a mention on CNBC. I think fiber companies will do well for a few years. Also MRVC has fiber products. I've followed ISSI since I got into ALSC, but I'm over- weighted (typical American?) in ALSC and don't need another chippie right now. Also exploring non-silcon based semi/equipment co.s like VTSS and EMKR for a telecomm connection and to reinvest my riches from ALSC someday. I am frustrated that I did NOT invest in ANCR, NOVL and ADPT when they were down last year. One cannot invest in every opportunity! Good night all!